See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,900 | $71,050+54.7% | $93,606+17.4% | $80,856+35.9% |
| Participation rate | 76.6% | 60.4%+16.2pp | 68.7%+7.9pp | 67.6%+9.0pp |
| Annual return | 10.58% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,103 | $1,564+162.4% | $2,420+69.6% | $2,755+48.9% |
| Participant deferral / active EE | $6,325 | $4,034+56.8% | $4,411+43.4% | $4,296+47.2% |
| Admin fee / account holder | $2,926 | $6,945-57.9% | $8,285-64.7% | $6,918-57.7% |